Boston Trust Walden Corp
Institutional investor · Portfolio as of Q1 2025
Top Holdings372 positions
MICROSOFT CORP | 1.2M | $443.8M | 3.2% | $115.51 | +221.21% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.8M | $400.9M | 2.9% | $46.05 | +379.43% | 25 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1M | $248.6M | 1.8% | $94.36 | +152.30% | 25 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 646,946 | $226.7M | 1.7% | $160.60 | +115.76% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.3M | $206.9M | 1.5% | $107.79 | +42.79% | 25 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.1M | $181.1M | 1.3% | $130.90 | +21.95% | 25 qtrssince 2019-Q1 | Increased 48 |
DONALDSON INC | 2.6M | $175.8M | 1.3% | $47.34 | +38.63% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.1M | $169.4M | 1.2% | $58.62 | +165.25% | 25 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.1M | $169.1M | 1.2% | $105.99 | +37.11% | 25 qtrssince 2019-Q1 | Increased 48 |
ACCENTURE PLC IRELAND | 531,922 | $166M | 1.2% | $163.63 | +83.52% | 25 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING IN | 511,992 | $156.4M | 1.1% | $144.46 | +103.45% | 25 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 294,562 | $154.3M | 1.1% | $248.56 | +102.52% | 25 qtrssince 2019-Q1 | Decreased 0 |
CHEMED CORP NEW | 246,351 | $151.6M | 1.1% | $477.56 | +26.37% | 25 qtrssince 2019-Q1 | Increased 49 |
CULLEN FROST BANKERS INC | 1.1M | $139.3M | 1.0% | $108.17 | +10.71% | 3 qtrssince 2024-Q3 | Increased 50 |
FACTSET RESH SYS INC | 297,070 | $135.1M | 1.0% | $332.54 | +33.60% | 25 qtrssince 2019-Q1 | Decreased 0 |
CHUBB LIMITED | 446,892 | $135M | 1.0% | $147.31 | +103.07% | 25 qtrssince 2019-Q1 | Decreased 0 |
QUALYS INC | 1M | $132.2M | 1.0% | $129.00 | -2.38% | 17 qtrssince 2021-Q1 | Increased 42 |
EXLSERVICE HLDGS INC | 2.7M | $127.4M | 0.9% | $25.65 | +84.05% | 25 qtrssince 2019-Q1 | Decreased 0 |
CHOICE HOTELS INTL INC | 945,128 | $125.5M | 0.9% | $106.82 | +22.38% | 25 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 131,659 | $124.5M | 0.9% | $219.26 | +327.69% | 25 qtrssince 2019-Q1 | Decreased 0 |
Boston Trust Walden Corp manages $13.7B across 372 positions as of Q1 2025. Top holdings: MSFT (3.2%), AAPL (2.9%), JPM (1.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 10 new positions, 17 exits, 96 increased. Top move: CFR (INCREASED, conviction 50). Portfolio: $13.7B across 372 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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